Forza Wealth Management LLC Grows Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Forza Wealth Management LLC lifted its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 26.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 95,720 shares of the company’s stock after purchasing an additional 20,245 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for about 2.4% of Forza Wealth Management LLC’s holdings, making the stock its 6th largest position. Forza Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $6,669,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Ballentine Capital Advisors Inc raised its stake in shares of Dimensional U.S. Small Cap ETF by 4.5% during the 4th quarter. Ballentine Capital Advisors Inc now owns 126,970 shares of the company’s stock valued at $8,846,000 after purchasing an additional 5,467 shares during the period. Pillar Financial Advisors LLC raised its stake in shares of Dimensional U.S. Small Cap ETF by 0.9% during the 4th quarter. Pillar Financial Advisors LLC now owns 285,337 shares of the company’s stock valued at $19,879,000 after purchasing an additional 2,660 shares during the period. Acorn Creek Capital LLC raised its stake in shares of Dimensional U.S. Small Cap ETF by 1.6% during the 4th quarter. Acorn Creek Capital LLC now owns 425,052 shares of the company’s stock valued at $29,613,000 after purchasing an additional 6,710 shares during the period. HTG Investment Advisors Inc. increased its stake in Dimensional U.S. Small Cap ETF by 4.7% in the 4th quarter. HTG Investment Advisors Inc. now owns 49,562 shares of the company’s stock worth $3,453,000 after acquiring an additional 2,208 shares during the last quarter. Finally, Robertson Stephens Wealth Management LLC increased its stake in Dimensional U.S. Small Cap ETF by 48.1% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 10,919 shares of the company’s stock worth $761,000 after acquiring an additional 3,546 shares during the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

Shares of NYSEARCA DFAS opened at $77.29 on Friday. The firm has a market capitalization of $14.04 billion, a P/E ratio of 15.89 and a beta of 1.04. The stock’s 50-day simple moving average is $73.55 and its two-hundred day simple moving average is $71.91. Dimensional U.S. Small Cap ETF has a twelve month low of $58.49 and a twelve month high of $78.11.

About Dimensional U.S. Small Cap ETF

The Dimensional U.S. Small Cap ETF (DFAS) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in small-cap US companies, selected using multiple factors and weighted by market capitalization. DFAS was launched on Dec 15, 1998 and is managed by Dimensional.